Automation / Workflows
Workflow automation
Build trigger-based customer journeys with a visual workflow editor and manage each automation from its own operational view.
Designed to connect with
Crownvo workspace
Workflow automation
Choose a trigger
Build the path
Operate with context
Where it fits in Crownvo
The workflow canvas makes triggers, waits, branches, and actions reviewable before an automation is activated.
Inside the workflow
Logic your team can see
Three parts of the workspace, arranged around the job your team needs to complete.
- 101
Choose a trigger
Start a workflow from the customer or business event that matters.
- 202
Build the path
Add waits, conditions, branches, and actions on a visual canvas.
- 303
Operate with context
Return to the automation detail view to understand and improve the workflow.
Capability set
Make follow-up repeatable
Automation handles the sequence while your team keeps control over the logic and customer experience.
- Visual workflow builder
- Triggers, waits, branches, and actions
- Per-workspace automation management
- Run visibility for operational follow-through
Continue the journey
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ExploreSee workflow automation in your workflow
Bring your current process to a walkthrough and see how this workspace connects to the rest of Crownvo.
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